Starting a small business with as many resources may appear beneficial. Still, sometimes it is also impractical, mainly because it comes at the expense of keeping track of your leads and customer data. Having a much larger variety of resources can be a hassle in keeping your records organized. That’s where a CRM platform comes in. A Customer Relationship Management software is beneficial both for your team and your customers. In addition, it helps you to organize the contact and information about your customers and your team in a streamline.
What is a CRM Marketing Platform?
For starters, what is a CRM Platform, and how does it work? Customer Relationship Management (CRM) is a platform or software where you can store and organize all your business data and contacts in a centralized manner. With CRM Marketing Platform, you can keep the data of your customers and staff based on their respective categories.
Keeping track of all the pertinent data of your sales, marketing, and customer service in a centralized platform lessens your hassle in starting your business. In addition, it allows you to reach the data you need as quickly as possible!
Why You Should Use a CRM Marketing Platform
Utilizing a CRM marketing platform can help you store all the pertinent data that circulate your business. But it doesn’t end there—as there are various ways a CRM marketing platform can help establish your business at ease.
That said, here are the ten reasons why you should choose a CRM marketing platform upon starting your business:
Your Database Is Highly Centralized
Keeping all the information on different platforms is inconvenient, especially when you’ll need to use them—thus, giving you difficulty keeping track of your data. But with a CRM marketing platform, you can store and organize everything in a centralized database. From prospects to your staff, you name it.
Not only that, all the data are appropriately segregated regardless of their category. In a nutshell, you can easily find the information you’re looking for based on their category.
Allows Different Teams To Work Together
The growth of your business requires a handful of teams to work for you based on their respective fields. And allowing collaborations between them is necessary to grow your brand further. That is when CRM marketing platforms would step into the picture.
You’ll need your marketing team to work with your copywriting team or vice versa to enhance the sale of your product and attract more qualified leads. A CRM marketing platform can make this process run smoothly—whereas they can easily tag each other on files that are stored in one software.
In addition, they can leave each other some feedback that circulates the outcome of their collaboration.
Enables Follow-Up With Prospects
Having a constant follow-up with your prospects is essential. From having a scheduled call to reminding them of something regarding your business, follow-ups are a big help.
With this in mind, a CRM marketing platform gets you notified on follow-ups with prospects. Thus, making them feel they are duly appreciated and taken care of with consistent communication—ensuring the growth of your business and helping to generate more deals.
Helps Nurture Your Leads
Having the prospects go down the sales funnel might take longer, especially in B2B. With the research process, investment, and persuading more people to buy it, it can take a lot of time to bring everything together fully. But when you use a CRM marketing platform, attracting more leads can become effortless.
Connecting your email to this platform can send your drips campaign to your leads to attract and educate them further. In addition, you can also send communications based on the category of users, specific behaviors, and the details about their journey to becoming customers.
In summary, using a CRM marketing platform can help nurture your leads by regularly communicating with them—conditioning their minds to participate or buy into your business.
Maintains Your Engagement With Contacts
Keeping the prospects and leads on the radar is necessary to help you establish brand awareness. And using a CRM marketing platform gets the job done.
Integrate all your social media accounts with your CRM to keep your email subscribers up to date on your business, mainly your products. Additionally, you can even send re-engagement emails to cold leads.
Mundane Tasks Are Automated
There are more burdensome tasks from customers, and doing them by hand can be tiresome. Information gathering, data entry, and scheduling meetings, to name a few, are a lot to handle at a time.
CRM marketing platforms can help automate all these mundane tasks, saving you the trouble of doing it yourself. Thus, simplifying all your daily workload for you.
Communication and Interactions Are Duly Monitored
Catching up with the prospects is essential in establishing your business. It means that letting a single message slip unanswered is a missed opportunity. From answering their reviews and feedback to providing them with details about your products and services, a CRM marketing platform helps you track and monitor all your conversations, mentions, and interactions with your prospects.
In addition, a CRM marketing platform keeps you up to date with all the industry trends via hashtags and what topics are the most talked about among people.
Ensures That Missed Opportunites Are Prevented
CRM marketing platforms can prevent the opportunities to miss out. Since it’s designed to gather information and data about your contacts, it automatically puts all your interactions with the prospects in the database. It means that no opportunity will slip out.
This platform is also capable of cross-selling and upselling opportunities the soonest they come to light.
Data Analytics Are Provided
Using a CRM marketing platform can help you keep track of all the information through the data analytics they provide. With this platform, you can create a customized dashboard to help you keep track of important metrics you might need sooner.
It is impossible to keep track of something immeasurable, but with the presence of a good CRM, your data is in good hands!
Able to Forcast Sales
With a handful of tasks and workload, you need to attend to, strategizing about the sales would be additional weight for you to handle. But with the help of a good CRM marketing platform, sales forecasting is possible.
With this feature, you can get valuable insights into how you must predict the sales depending on the looks of your pipeline. Not only that, but your team can also set their concentration on leads that may potentially make a purchase.
Factors to Consider When Choosing a CRM
Using a CRM marketing platform is a big help for your business. But it comes with factors you need to consider before using it. Being meticulous is a good sign that shows your commitment to your business.
To name a few, here are some of the factors that you need to consider before using a CRM marketing platform:
Identify Your Specific Needs
Not all businesses share the same objective. It does not simply end with getting more prospects and engagements. That is why it is necessary to identify the specific needs of your business before utilizing a CRM.
Some CRM marketing platforms emphasize more on certain aspects, such as better database and better pipeline management, to name a few. And getting the right CRM for your business is necessary.
The Budget You Need
CRM marketing platforms may come with costly prices, depending on their storage capacity and other features. That is why it is necessary to prepare and secure your budget before using one—to access the best services it provides.
Optimize Your Business With a CRM!
Starting your business with a CRM marketing platform is the best option to help it grow. From getting all the data organized to sales forecasts, we can help you with running your business at ease.
We provide local and service-based businesses with the right tools, support, and resources they need to have a successful run. Contact a marketing agency to have the best CRM marketing platform at an affordable and reasonable price!